Warther Private Wealth’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$731K Sell
6,605
-109,854
-94% -$12.2M 0.19% 30
2025
Q1
$13.4M Buy
+116,459
New +$13.4M 4.4% 11
2024
Q4
Sell
-2,758
Closed -$501K 84
2024
Q3
$501K Sell
2,758
-16,869
-86% -$3.06M 0.18% 46
2024
Q2
$2.85M Sell
19,627
-2,035
-9% -$295K 1.11% 24
2024
Q1
$3.61M Sell
21,662
-1,601
-7% -$267K 1.61% 20
2023
Q4
$3.36M Buy
+23,263
New +$3.36M 1.88% 19
2022
Q2
Sell
-9,699
Closed -$773K 119
2022
Q1
$773K Buy
9,699
+3,958
+69% +$315K 0.5% 57
2021
Q4
$621K Hold
5,741
0.46% 58
2021
Q3
$521K Buy
5,741
+1,407
+32% +$128K 0.46% 60
2021
Q2
$427K Buy
+4,334
New +$427K 0.41% 66